-- 由於中東衝突僵局持續,雙方均不願讓步,導致霍爾木茲海峽實際上已關閉兩個多月,歐洲天然氣期貨週五小幅下跌。 荷蘭TTF近月合約下跌0.25%,至每兆瓦時45.86歐元(53.90美元);英國NBP合約下跌0.10%,至每熱量單位112.77便士(1.54美元)。根據Trading Economics的數據顯示,荷蘭TTF和英國天然氣本週分別上漲了3.06%和2.37%。 與此同時,美伊僵局仍在持續。根據半島電視台報道,白宮發言人安娜凱利本週稍早表示,與德黑蘭的談判仍在進行中,但華盛頓「不會倉促達成糟糕的協議」。 根據Axios引述知情人士報道,美國中央司令部正準備對伊朗發動「短而有力」的打擊,旨在打破目前的僵局。 根據Trading Economics報道,美國總統川普曾表示,在伊朗同意核協議之前,不可能與伊朗達成任何協議,而德黑蘭則誓言保護其核計劃,導致雙方長期僵持不下。 歐洲的局勢十分嚴峻,因為該地區正開始補充天然氣庫存,目前庫存水準僅為產能的32.49%,去年同期為39.22%(數據來自歐洲天然氣基礎設施協會)。 澳新銀行高級大宗商品策略師丹尼爾·海恩斯表示,該地區唯一的“安慰”是,這些供應中斷發生在“淡季”,此時取暖天然氣需求大幅下降。 海恩斯還指出,與去年同期相比,中國的液化天然氣進口量下降了 30%,這進一步幫助控制了價格,儘管經歷了長達兩個月的供應中斷。
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